iShares FTSE KLD Select Scil Idx shares owned by Betterment
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 207k | 100.51 |
| 2023-09-30 | $20M | 219k | 89.97 |
| 2023-06-30 | $21M | 223k | 93.64 |
| 2023-03-31 | $20M | 231k | 87.77 |
| 2022-12-31 | $20M | 241k | 82.32 |
| 2022-09-30 | $21M | 256k | 80.69 |
| 2022-06-30 | $21M | 256k | 80.69 |
| 2022-03-31 | $24M | 252k | 96.84 |
| 2021-12-31 | $27M | 255k | 106.25 |
| 2021-09-30 | $26M | 270k | 95.95 |
| 2021-06-30 | $28M | 288k | 95.54 |
| 2021-03-31 | $27M | 307k | 87.82 |
| 2020-12-31 | $27M | 328k | 82.34 |
| 2020-09-30 | $25M | 169k | 147.09 |
| 2020-06-30 | $23M | 171k | 133.77 |
| 2020-03-31 | $22M | 198k | 109.77 |
| 2019-12-31 | $9.3M | 70k | 134.02 |
| 2019-09-30 | $8.1M | 67k | 121.87 |
| 2019-06-30 | $8.1M | 67k | 121.87 |
| 2019-03-31 | $6.7M | 56k | 118.24 |
| 2018-12-31 | $6.0M | 59k | 103.15 |
| 2018-09-30 | $3.6M | 30k | 119.36 |
| 2018-06-30 | $3.6M | 32k | 112.80 |
| 2018-03-31 | $3.6M | 32k | 111.23 |
| 2017-12-31 | $558k | 5.0k | 111.07 |
| 2017-09-30 | $493k | 4.7k | 104.60 |
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